About SRS Acquiom

SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done. 

Since 2007, we’ve brought unmatched expertise, insight, and innovation to solve the issues that slow complex financial transactions down.

Today, we deliver a unified system of solutions - virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work effortlessly on their own and fit seamlessly together.

Our unique combination of disruptive tech and expert team has become the go-to solution for many of the largest and most successful companies in the global M&A and loan agency markets. 

If you’re looking to join an entrepreneurial culture in an established company with a track record of consistent growth, profitability, and innovation, we want to hear from you!

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
• A 401(k) with a 4% company match to keep your future on track
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

Position Summary 

SRS Acquiom is a recognized thought leader in M&A space and an emerging thought leader in other adjacent spaces, with proprietary insights and data-driven content that differentiates us in the market. As we expand our brand, we are seeking a Director, Content Strategy to lead and evolve our thought leadership engine.

This role sits at the intersection of strategy and execution. The Director will own the end-to-end lifecycle of thought leadership: from identifying high-impact opportunities, to shaping editorial direction through collaboration with other marketing colleagues (brand, demand gen, SEO, etc.), managing production and publishing of designed and web-based content, and managing the vast content library. The right candidate will have meaningful experience and passion for creating short and long-form thought leadership, leveraging both data and subject matter expertise to drive impact for the business. This individual will partner closely with subject matter experts and manage third parties vendors to identify and translate complex insights into compelling, business-driven narratives that support marketing, sales, and brand authority.

As an ideal candidate, you will be both a strategist and a hands-on operator: someone who can define where we should lead or add to the conversation on timely topics, while also rolling up their sleeves to write, edit, refine, and guide content through approval cycles to completion. You are highly agile, self-directed, and comfortable managing multiple workstreams while maintaining a clear connection between content and business outcomes. You adeptly foster connections at all business levels, collaborating to create, while simultaneously guiding decisions through thoughtful executive communication.

Salary: $150k and $160k, depending on level of experience.

Location: This is a remote role for candidates located within the Continental United States and requires a minimum of one week (25%) of each month traveling to and working from our headquarters in Denver, CO 

Primary Responsibilities

Thought Leadership Strategy & Opportunity Identification

• Develop strategy for thought leadership content leveraging deep knowledge of business goals, campaign strategies, SEO/SEM, and earned media strategies.
• Ability to proactively identify high-value content opportunities based on market trends, news cycles, proprietary data, and business priorities—and translate them into a clear, differentiated editorial strategy that aligns with business and marketing goals.
• Understand audience behaviors, content needs, and consumption patterns by staying in tune with the market and competitive activity. Strong knowledge of evolving content consumption by channel and the impact of content form.
• Develop thought leadership content with legs, ensuring that we can maximize the impact of a single piece and leverage the existing library in new and innovative ways while creating reader journeys that drive the business.

End-to-End Content Orchestration & Project Management

• Responsible for managing by influence to deliver content on time, on budget, and aligned with key stakeholders and strategic objectives.
• Strong ability to work with subject matter experts to uncover, shape, and elevate insights into compelling narratives without losing accuracy or authority.
• Work cross-functionally with the web and campaigns teams to publish content.
• Work with internal SME and external writing resources. Managing freelancers or agencies as needed. Strong budget management skills.

Editorial Leadership & Content Quality Control

• Content governance, managing and guiding content ensuring consistency and alignment with brand voice and identity.
• Exceptional editing and storytelling skills, with the ability to both produce written  content outlines and web copy directly and act as editor and coach, guiding writers to ensure clarity, consistency, and strategic alignment.

Content Lifecycle Optimization & Performance Mindset

• Manage and evolve our content library: refreshing, repackaging, and optimizing assets based on performance, SEO, and changing market relevance.
• Collaborate with the web and SEO teams to continually update content and test new strategies to drive SEO, manage reader journeys and find new opportunities for organic lead generation.

Required Qualifications & Skills

• 8+ years’ B2B content marketing experience, with a majority of the time focused on thought leadership content
• BA or BS degree from a four-year college/university
• Strong research skills, superior attention to detail and a proven ability to translate data into actionable strategic recommendations
• Collaborative, team-player, natural relationship builder
• Highly flexible, curious problem-solver, able to move quickly and think creatively
• Self-starter who thrives in a dynamic, fast-paced environment
• Proven ability to lead the creation and ongoing implementation of a content strategic plan and execution
• Exceptional written and executive level verbal communication skills. Demonstrated ability to think strategically and communicate complex ideas
• Strong understanding of how content is tied to campaign strategy and lead generation.
• Able to lead by influence, bringing strategy to the forefront and providing impact at every stage of development.
• Strong understanding of B2B marketing best practices, and a deep curiosity for staying on top of the latest trends in content strategy.
• Working knowledge of SEO/SEM best practices and their impact on content and content strategy.
• Experience managing external vendors and partners
• Exceptional project management skills. Proven ability to successfully manage multiple, concurrent projects. Experience using tools like Asana and/or Smartsheet area is a plus.

Preferred Qualifications

• Experience with agile development processes, including the use of Asana and Smartsheet for project management
• Experience producing content across multiple form factors: short form content, long form content, web content, social media, video, etc.

Desired Characteristics

• Innovative, has the willingness to experiment
• Innately curious
• Self-starter, organized and highly detail-oriented 
• Exhibit a strong sense of ownership, urgency and drive
• Has a passion for leveraging data to understand trends and make metric-based decisions to optimize programs and positively impact the business
• Must be comfortable with continual change in the environment of a fast-paced, high-growth, company
• Highly collaborative with a solution-focused mindset and positive attitude. Must be a team player
• Operates with the highest integrity
• Team player with solid interpersonal skills, and the ability to deliver effective oral and written communications
• Strong executive presence

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

SRS Acquiom is currently searching for a Shareholder Representative Imports Analyst who will be responsible for interpreting complicated post-closing payments allocation spreadsheets, creating guidelines, and manipulating data for import into the system of record. This function will drive the creation of standard procedures and perform the duties outlined below. Specific functional responsibility includes interpreting complex spreadsheets and analyzing the same against merger and agreement documentation, ensuring that all data imported to the system of record matches the source documents for each deal and that VIP holders receive confirmation. 

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $65k and $72k, depending on experience level.

Primary Responsibilities    

• Interpret and audit post-closing allocation spreadsheets, create guidelines for interpretation of data, and manipulate data for import to the system of record 
• Manage multiple Shareholder Representative deals and track each deal through its phases, monitor progress, and keep everything moving forward.
• Import and export files for use in the system of record (NetSuite)
• Confirming that the data is imported accurately for reporting to shareholders
• Work with other teams to ensure the data received meets all requirements for import into the system of record
• Ensure Operations manuals and guidelines are updated and stay up to date so they can be relied upon for business continuation situations
• Manage vendor relationships and respond to vendor and shareholder inquiries in accordance with our Customer Service standards
• Complete recurring daily and weekly responsibilities on a rotation basis
• Provide updates and information to clients and colleagues in writing and on calls

 Required Qualifications & Skills  

• A bachelor’s degree in business or a related field, or an equivalent combination of education, training, and experience
• 2-3 years financial operations analyst
• Advanced knowledge of Microsoft Excel and formula writing, and interpretation required; VBA experience a plus
• Experience with sophisticated ERP systems and developing work streams and workarounds to accomplish the desired business task or requirement
• Experience working within a cross-functional and cross-geographical environment
• High awareness of operational risk, critical timelines, and of the complex nature of a financial operations environment, with an ability to work under pressure and to meet tight deadlines
• Knowledge of the M&A process a plus
• Proven ability to manage competing priorities with strong time management and organizational skills
• Ability to work outside of business hours on an as-needed basis

Desired Characteristics    

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends.
• If Remote, travel to the Denver office may be necessary up to three times per year.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

SRS Acquiom is currently searching for a Contract Review Attorney. The Contract Review Attorney is responsible for review and analysis of primary transaction documents in each of our M&A transactions to ensure complete and concise entry of post-closing obligations and deal terms into our proprietary database. The ideal candidate can quickly comprehend key provisions of complex agreements and work independently. This position will report to the Senior Director, Contract Administration.

Location: This is a Remote position with some travel to the Denver, CO office required (Up to 25%).

Compensation: The salary range for this position is between $105k and $120k, depending on experience level.

Primary Responsibilities    

• Review transaction documents (usually a merger, asset, or stock purchase agreement, escrow and paying agent agreement, allocation spreadsheet, and supporting or ancillary agreements) for an understanding of post-closing rights and obligations of the parties (for example, rights to deferred compensation, earnouts, and releases of escrow and indemnification obligations).
• Complete second-level review of data entered by first-level reviewers to ensure a complete and accurate reflection of such rights and obligations in our proprietary database. 
• Confirm accurate recording of various standard deal points from each transaction, such as deal size, types of parties, type of transaction, purchase price adjustment process, types of indemnification obligations and related caps, and inclusion of certain covenants, representations, and warranties.
• Answer deal-term and contract interpretation questions from internal parties and deal stakeholders.
• Follow up as needed to obtain additional transaction documents to complete an accurate recording of deal points.
• Assist the Compliance Team with various tasks as designated overflow.
• Execution of special projects as needed or assigned.

 Required Qualifications & Skills  

• Graduated from an accredited law school.
• Licensed attorney with a strong academic record.
• 2-5 years of M&A experience with a major law firm or in-house corporate law department.
• Working to advanced knowledge of Microsoft Office (Excel, Word) required.
• Manage multiple tasks simultaneously under tight deadlines.
• Takes ownership of issues and follows through to resolution.
• Highly motivated self-starter with the ability to work collaboratively.
• Extremely detail-oriented and meticulous.
• Strong analytical and organizational skills.
• Maintain a high level of confidentiality and integrity.

Desired Characteristics    

• M&A, Securities, Corporate, or Transactional Experience.
• Understanding of database management and/or statistics.
• Excellent communication (verbal and written), facilitation, and interpersonal skills.
• Ability to work independently to manage workload and in a remote location.
• Efficiently and creatively solve problems when unexpected issues arise.

Physical Requirements/Special Demands   

• Remote office setting
• Ability to work irregular hours, such as nights/weekends or after hours, may be required
• Work in fast paced environment
• Ability to travel to the corporate office in Denver, Colorado (at least twice per year)
• Must be able to operate standard office productivity machinery and equipment, including a phone, computer/laptop, mouse and keyboard, photocopy machine, scanner, and e-fax
• Work on the computer for the majority of regular workdays

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

SRS Acquiom is seeking a driven and experienced attorney to serve in-house as a Shareholder Advisory Director. This is a position for an attorney who is detailed, meticulous, responsive, and client-focused, and who is comfortable crafting strategies to resolve high-stakes disputes. An ability to stay organized while monitoring numerous discrete issues is essential. This role entails a high degree of comfort with, and active management of, formal dispute processes such as litigation and arbitration. The ideal candidate is someone who can confidently work with clients, external counsel, and other parties to seek resolution of disputes and achieve client objectives.

Location: This position is fully remote within the Continental United States. 

Compensation: The salary range for this position is between $160k and $170k, depending on experience level.

Primary Responsibilities    

• Serve as primary client contact on post-closing indemnification claims and contingent consideration/milestone issue management.
• Interpret and analyze M&A deal agreements
• Actively manage responses to claims and milestone events, including litigation/arbitration as needed.
• Draft deal-related correspondence, including emails and letters
• Develop and execute strategies for managing and resolving disputes
• Work closely with outside legal counsel to advance client objectives
• Collaborate closely and in a collegial manner with other teams and groups within the Company.
• Actively participate in or take the lead on special projects as needed.
• Other duties as assigned

 Required Qualifications & Skills  

• Graduate of an accredited law school in the United States
• At least 5 years in active legal practice, either in-house or at a law firm
• Admission to the bar of any state
• Comfortable with understanding and discussing complex written contracts
• Experience with primary aspects of dispute management, including negotiation, mediation, and litigation/arbitration

Desired Characteristics    

• Experience with M&A complex commercial, corporate, or securities matters (litigation or transactional) with a reputable law firm, financial institution, or company.
• In-house litigation management experience
• Law degree from a top law school
• Solution-oriented and client-focused mindset
• Self-motivated and independent
• Creative problem-solving skills
• Ability to manage multiple tasks simultaneously under tight deadlines
• Extremely detail-oriented and meticulous
• High degree of responsibility and ownership over issues
• Excellent oral and written communication skills

Physical Requirements/Special Demands   

• Ability to work standard business hours, and occasional nights/weekends if required by client demands
• May be remote with the ability to travel to Denver on occasion (approximately 2-4 times per year) as needed
• Other travel may be necessary, up to 10% of the year for mediations, client meetings, or other deal-related events, and may not always be scheduled in advance

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary 

We are looking for a Relationship Associate - Taxes, Mergers & Acquisitions in our Shareholder Advisory group who can help facilitate a variety of post-closing Merger and Acquisition (M&A) tax obligations and issues. As a Relationship Associate - Taxes, Mergers & Acquisitions you will be a direct liaison between key buyer and seller stakeholders regarding tax matters and obligations under merger and purchase agreements. You will be primarily responsible for facilitating corporate income tax return reviews by tax professionals and the remittance of corporate pre-closing tax refunds due to selling holders on a deal-by-deal basis. Background in M&A is preferred but not required.

This position reports to the Senior Director of Tax Advisory.

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $65k and $75k, depending on experience level.

Primary Responsibilities    

• Work with various buyer and seller parties to facilitate the review of corporate pre-closing income tax returns and purchase price allocations by tax professionals
• Facilitate the remittance of corporate pre-closing tax refunds due to selling holders
• Liaison directly with buyer and seller parties, as well as outside legal counsel and tax advisors
• Client communication with securityholder advisory committees regarding merger and purchase agreement obligations and related decisions
• Track the status of 500+ simultaneous M&A transactions with respect to tax obligations
• Coordinate with teammates to approve releases of escrow funds
• Research the deal background and keep track of important milestones
• Manage dates, cases, important notes, and upload documents for each deal
• Create invoices and track monthly Tax Advisory revenue using internal systems
• Monitor the Tax Advisory team’s “Tax Review” email inbox and respond in a timely manner to varying requests
• Other duties as assigned

 Required Qualifications & Skills  

• Graduate of an accredited four-year college or university or equivalent combination of education, training, and experience
• 2-5 years of related work experience, preferably in the financial services or M&A industry
• Extremely meticulous, precise, and detail-oriented
• Excellent interpersonal skills, including oral and written communication, conflict resolution, emotional intelligence, and adaptability
• Ability to quickly shift between tasks and manage multiple cases, dates, and deals concurrently
• Technologically literate and proficient with email and online information platform/willingness to learn
• Ability to work in front of a computer screen for extended periods of time
• Excellent research skills, including the ability to critically analyze complex details and communicate effectively about them
• Team player who takes ownership of issues and follows through to resolution
• Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, and asking questions as appropriate
• Reading Comprehension — Understanding written sentences and paragraphs in work- related documents, including reading and analyzing legal terminology related to tax matters
• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Speaking — Talking to others to convey information effectively
• Writing — Communicating effectively in writing as appropriate for the needs of the audience

Desired Characteristics    

• Mergers & Acquisitions (M&A), Litigation, and/or Tax experience
• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with highest integrity and attention to detail
• Passionate about efficient, scalable business processes

Physical Requirements / Special Demands

• Must be available to work standard business hours, and occasional nights / weekends 
• Travel may be necessary, up to 5% of year, and may not be scheduled in advance

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

We are growing fast and need an insightful Business Analyst to join our team. You will work as part of a self-managed team to drive business results for Product Owners and stakeholders. Your main tasks will include performing detailed business analysis, troubleshooting production issues, documenting processes, managing data integrity, and performing user acceptance testing. To succeed in this role, you should be naturally analytical, be an effective team player, and be able to explain difficult concepts to non-technical users. This position reports to the Director, Operations Business Analytics.

Location: This is either a fully remote role in the continental U.S., or a hybrid position based in our Denver, CO office.

Compensation: The salary range for this position is between $75k and $82k, depending on experience level.

Primary Responsibilities    

• Create and monitor NetSuite system alerts to ensure data integrity and accuracy.
• Conduct user acceptance testing for new features and system enhancements in NetSuite as well as our various custom-built platforms.
• Gather and document business requirements from cross-functional stakeholders
• Create and maintain documentation of business process flows and procedures
• Submit requests for system enhancements
• Prepare quarterly operational statistics and performance metrics
• Respond to stakeholder inquiries and perform basic troubleshooting for system issues and bugs
• Apply knowledge of M&A Operations team functions, systems, and processes to support business needs.
• Develop, produce, and maintain department metrics for internal and external reporting
• Manage and maintain the Business Analytics knowledge repository
• Build and maintain AI agents to improve operational efficiency and support business processes
• Other duties as assigned

 Required Qualifications & Skills  

• A bachelor’s degree in business or a related field, an MBA, or an equivalent combination of education, training, and experience
• 2 years of applicable operations experience and/or business analysis experience
• Exceptional analytical and conceptual thinking skills
• The ability to influence stakeholders and work closely with them to determine acceptable solutions
• Excellent documentation skills
• Experience creating detailed reports and giving presentations
• Competency in Microsoft applications, including Word, Excel, and Outlook
• A track record of following through on commitments
• Excellent planning, organizational, and time management skills
• Ability to manage competing resources and priorities

Desired Characteristics    

• Prior experience in payment processing, banking operations, or financial transactions
• Exposure to the mergers and acquisitions (M&A) industry or related financial services
• Familiarity with ERP and/or CRM systems; experience with NetSuite is highly desirable
• Proficiency in Microsoft Excel, including pivot tables, macros, and formula-based logic
• Familiarity with accounting fundamentals as applied to payment processing and transaction data
• Experience working in a cross-functional environment with operations, engineering, and/or product teams
• Strong to advanced Excel skills, with general proficiency across the Microsoft suite of products
• A history of leading and supporting successful projects
• Experience with Financial Services or Fin/Tech industries, including security and PII challenges, preferred

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends 
• Ability to work in an open office environment where noise may be a factor
• Ability to work in a fast-paced environment, juggling multiple priorities

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

The Payments Compliance Analyst plays a critical role in ensuring accurate, timely, and compliant processing of payments and related financial activities. This position requires strong attention to detail, diligence towards risk mitigation, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment.

The purpose of this position is to evaluate fraud concerns and collect the appropriate documentation to clear false positive exceptions and mitigate risk. This position also works heavily with individual transactions and corresponds regularly with bank contacts. Aptitude for reconciliation and reporting is also crucial to be successful in this role.

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $65k and $75k, depending on experience level.

Primary Responsibilities    

• Interact with security holders via email and phone to resolve user/account validation flags
• Diligently evaluate exception materials to resolve user/account validation flags and fraud concerns
• Prepare and send reports to bank partners for security holders who choose to split payments while completing Clearinghouse
• Complete daily bank reconciliation reports and identify remedies for exception items
• Prepare monthly internal account reconciliation reports and complete the fee sweeping process for wire and check fees charged during the previous month
• Act as the point of contact between internal and external customers and banking partners for questions related to delayed outgoing and incoming funds
• Work with internal teams to process transfers of interest in a timely manner
• Take ownership of individual transactions and act as the go-to for questions from security holders and co-workers alike
• Identify and implement process improvements to enhance the customer experience, reduce operational risk, and improve efficiency
• Maintain and support a flexible schedule based on the speed of the deal and the needs of the client, which may include evening or weekend hours where needed

 Required Qualifications & Skills  

•  Bachelor’s Degree preferred, or 2-5 years of related business experience in operations or production services, preferably in the financial services industry
•  Knowledge of handling discrepancies and resolving variances related to bank reconciliation items
• Clear communication with internal teams and external stakeholders
• Excellent interpersonal and presentation skills
• Self-motivated, self-starter with the ability to work independently or as part of a team
• Strong attention to detail
• Proficient with Microsoft Office Products (Project, Excel, Word, PowerPoint)
• Strong project management, detail-oriented, discretion, and excellent communication skills will be essential in this role, as interaction with sophisticated investors and handling of PII will be on-going
• Should be able to work in a fast-paced environment and be able to handle multiple transactions at once

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity
• Ability to prioritize and multitask
• Understanding of ACH, SWIFT, FX payments, and anti-money laundering (AML) protocols
• High level of accuracy in reviewing transactions and identifying errors
• Intermediate to advanced knowledge of Excel, including formulas and pivot tables
• Familiarity with bank compliance processes

Physical Requirements/Special Demands   

• Must be available to work a non-traditional work-week, including occasional nights/weekends.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $65k and $75k, depending on experience level.

Primary Responsibilities    

• Manage multiple releases simultaneously – Track each deal through its phases, monitor progress, and keep everything moving forward.
• Dig into spreadsheets – Review and interpret capitalization tables and financial models from a wide variety of sources.
• Work across teams and with outside parties – Partner with Compliance, Client Services, Payments, and banks to coordinate steps and resolve issues.
• Keep systems accurate – Ensure NetSuite (our system of record) reflects finalized figures for each deal.
• Handle shared team tasks – Complete recurring daily and weekly responsibilities on a rotation basis.
• Communicate clearly – Provide updates and information to clients and colleagues in writing and on calls

 Required Qualifications & Skills  

• Bachelor’s degree from an accredited university
• Advanced Excel skills required – Comfortable with formulas, pivot tables, and interpreting complex data
• Strong organizational skills for managing many projects at once
• Ability to work independently and meet deadlines in a remote or hybrid environment
• Close attention to detail, especially when handling financial data
• Experience in a client-facing or professional service environment is helpful

Desired Qualifications & Skills

• NetSuite experience would be an added benefit
• Project Management experience 

Desired Characteristics    

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary

SRS Acquiom is recruiting a Sales Operations Associate to join our Global Business Development team. The role of the Sales Ops Associate is to support Business Development team members, primarily by completing administrative duties, tracking metrics, and completing ad hoc projects.

This individual, under general direction, will assist with client outreach strategies, provide targeted analysis of sales data and prospective clients, and assist the team in enhancing client relationships and ultimately generating additional revenue. 

Location: Remote within the Pacific & Mountain timezones

Salary: $85k - $92k, depending on experience

Primary Responsibilities

This role provides tactical support of Business Development representatives in the West territory. Under general direction, the Sales Operations Associate will play a key role in supporting the Business Development team in the following ways:

• Support BD team to drive significant revenue with current and prospective clients in the M&A ecosystem
• Manage and maintain the integrity of the Salesforce database
• Develop tailored, high-value outreach and campaigns to key client segments, including M&A attorneys, VC and PE investors and corporate acquirers
• Extract and analyze data from Salesforce.com or other systems of record for BD team
• Coordinate (and attend, when appropriate) meetings and client events for the BD Team with M&A attorneys, VC and PE investors and corporate acquirers
• Qualify leads generated through company website and marketing initiatives and work with BD team to manage targeted follow up
• Assist in scheduling product demonstrations and client presentations and manage all follow-up
• Identify trends in the data, suggest tactical approaches to improve current plans and take advantage of trends
• Prepare and analyze account performance
• Collaborate closely with peers to develop best practices
• Contribute to team goals and work on special projects
• Other duties as assigned

Required Qualifications & Skills:

• 3+ years’ experience in sales support/client service 
• 3+ years’ experience in an analytical capacity 
• Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
• Ability to work in a high energy team environment while remaining focused on driving revenue
• Proven track record supporting and driving revenue growth
• Operates with highest integrity and attention to detail 
• Passionate about efficient, scalable business processes 
• Ability to prioritize and multi-task across many projects 
• Results-focused and highly internally motivated team player
• Experience with Salesforce and NetSuite 
• Intermediate to advanced Excel skills
• Ability to prioritize and organize workload effectively
• Proven experience working well with a variety of differing personalities
• Ability to communicate effectively with all levels of company staff and coordinate a wide range of internal and external activities
• Excellent verbal and written communication skills

Preferred Requirements:

• Understanding of M&A and corporate legal environment
• Basic knowledge of sales and marketing processes

Desired Characteristics:

• Self-motivated 
• Intellectually curious 
• Collaborative 
• Amiable 

Physical Requirements/Special Demands:

• Must be available to work standard business hours.
• Travel may be necessary and may not be scheduled in advance.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

SRS Acquiom is currently recruiting for a Client Services Liaison. This position requires an individual who can work independently and effectively as part of a team. This person will possess the experience and knowledge necessary to balance shareholder requests and questions via calls and emails, as well as manage ad hoc operational tasks in a fast-paced, highly professional, and client-facing environment.

The ideal candidate is able to communicate professionally and effectively with a broad range of clients, including major shareholders and VIPs, as well as individual shareholders who may not be familiar with the complexities of the post-closing process. 

This position requires fielding complex analytical questions across all our business lines and being able to effectively and professionally communicate and document findings in our internal database. This position requires an internally motivated and detail-oriented individual with a strong work ethic and a deep curiosity. The person in this role is required to have excellent oral and written communication, analysis, and documentation skills.

Location: Fully remote within the Continental United States

Pay Range: $27.40 - $28.85, depending on experience

Schedule: In order to manage phone coverage, you must be available to work the following shift 8:30am MST to 5:30pm MST

Primary Responsibilities    

• Extensive understanding of system of record systems (for example, NetSuite) and a deep understanding and/or innate curiosity around how differing records can and do interact and relate to each other.
• Manage and take full ownership over the professionalism, timeliness, and effectiveness of communications and problem resolutions with shareholders through incoming and outgoing phone calls, email, and other means of communication.
• Set appropriate expectations for shareholders and remain communicative with shareholders throughout their entire experience.
• Proactively provide exceptional "white glove" service to all Shareholders through the entire deal process.
• Identify situations where escalations are necessary and coordinate responses with the Sales, Compliance, Claims, and Operations teams as needed, with a solutions-focused approach.
• Prepare and deploy mass-distributed client correspondence.
• Maintain and proactively manage an internal case management system, with the expectation that they identify issue trends and bring them to their manager's attention in a timely manner.
• Suggest new and more efficient processes and assist in the design and implementation of improvements that will lead to a higher level of customer satisfaction.
• Comply with internal response times and SLA’s.
• Coordinate and take ownership of communication with and escalation to external third parties such as Paying Agents.
• Audit completed work of liaisons to ensure accuracy and compliance with company procedures.
• Comply with all applicable company policies and procedures to meet company standards, ensuring a consistent and quality experience for all clients.
• Other duties and projects as assigned.

 Required Qualifications & Skills  

• 2-3 years of Customer Service experience dealing with high net worth individuals preferred; experience in the financial industry required; Call center experience strongly preferred
• Bachelor’s Degree in Business or related field (Finance, Economics, Maths)
• Proven experience and ability to create deeply meaningful and reliable professional relationships with Clients that lead to repeat business
• Excellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal to Shareholders effectively and professionally in a timely manner
• Previous experience working within an SLA environment, and is adept at prioritizing multiple tasks that require a high level of attention to detail in a fast-paced office environment
• Working to advanced knowledge of Microsoft Office (Excel, Word) required
• NetSuite experience would be an added benefit, but not required

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy ,and thoroughness
• Must be able to send error-free communications

Physical Requirements/Special Demands   

•   In order to manage phone coverage, you must be available to work the following shift 8:30am MST to 5:30pm MST

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

The Loan Agency Relationship Management Associate Director works in SRSA’s Loan Agency department and manages client relationships and the daily administration of assigned Loan Agency accounts. Serves as the main point of contact with the borrower, lenders, professionals, and other internal and external service partners. Manages daily administration of assigned transactions, including the delivery of exceptional service to all parties and ensuring all internal controls are met.

Location: This is either a hybrid position based in our Denver or Minneapolis office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $90k and $100k, depending on experience level.

Primary Responsibilities    

• Maintain a working knowledge of all transactions and deal-related documents for the assigned portfolio of accounts. 
• Responsible for the administration of assigned accounts in accordance with the terms of the related documents. This includes all payments, notices, compliance deliverables and other duties assigned in the documents. 
• Research and resolve issues related to administration and client service in connection with assigned accounts. 
• Comprehend internal processes and procedures while maintaining internal controls.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. 
• Use judgment, interpretation, and problem-solving to understand loan-related information.
• Professionally communicate and collaborate with internal groups and external clients by phone, email, and in person.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business. 
• Provide coverage and support to the team as a whole when needed.
• Perform other related duties as assigned or requested. 

Required Qualifications & Skills

• Bachelor’s degree required. Graduate-level degree, such as a J.D. or MBA, preferred.
• 6+ years’ experience in finance, capital markets, or a law firm.
• Prior experience reading, analyzing, and interpreting legal documents.
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgment and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks.
• Demonstrate integrity in day to day administration of duties and all interactions with internal and external parties. 
• High level of proficiency with computers and learning new software.

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy, and thoroughness

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends. 
• Travel may be necessary, up to 15% of year, and may not be scheduled in advance.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

This role is responsible for the dissemination of confidential, legally required information, making certain that information is relayed timely and accurately, and is distributed according to individual deal guidelines to ensure certain information is only shared with those privy to it. The review of completed packets for compliance with deal requirements and ultimately the release of equity consideration to shareholders. The purpose of this position is to assist our external clients with soliciting the entire security holder base for a proposed transaction, including the required deal disclosures and consents, leading up to the eventual closing and payout of M&A transactions.  This role reports to the Fulfillment Managers

Location: This position is fully remote within the Continental United States.

Compensation: The salary range for this position is between $65k and $73k, depending on experience level.

Primary Responsibilities    

• Interpret capitalization tables and write data import instructions
• Read and carry out the steps provided in the instruction letters for the release of escrow funds
• Formulate the appropriate processing methods according to the type of deal or request
• Interpret legal deal documents and build online document templates for use during the solicitation process so security holders can complete required data accurately and easily
• Interface with other departments, specifically the Relationship and Imports teams, to ensure delivery of expected outcome by outside clients within the SLA
• Send mass solicitation announcements to security holders
• Create status reports and use SQL to extract data from JSON objects
• Reconcile each individual deal prior to payment or when any change occurs after the deal begins funding
• Book deposits and prepare daily reconciliation of omnibus accounts for approval by management
• Self-manage personal pipeline for in-progress transactions and report on statuses daily
• Identify and implement process improvements to enhance the customer experience, exceed SLAs, and improve efficiency

 Required Qualifications & Skills  

• Strong project management, detail-oriented, discretion, and excellent communication skills will be essential in this role, as confidential, sensitive communications are broadly distributed to sophisticated investors
• Strong communication skills, both written and verbal, are critical to ensure that communication is not misinterpreted.
• Should be able to work in a fast-paced environment with shifting priorities, be able to handle multiple transactions at one time, and should have the ability to work both as a teammate within the operations group and with a high level of autonomy on individual projects
• 2-5 years of related business experience in operations or production services, preferably in the financial services industry
• Proficient with Microsoft Office Products (Excel, Word, PowerPoint) 
• Bachelor’s Degree preferred

Physical Requirements/Special Demands   

• Availability to work a non-traditional work-week if needed
• Ability to communicate in a professional manner with sophisticated clientele
• Ability to work collaboratively and build relationships across the organization
• Ability to work in a fast-paced environment, juggling multiple priorities

**We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process.**

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources. 

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary   

SRS Acquiom is currently seeking a Senior Manager, Product Engineering, who will lead and manage Engineers on a dedicated, cross-functional Agile delivery team.

Location: This position is fully remote within the Continental United States.

Compensation: The salary range for this position is $180k - $195k, depending on experience level.

Primary Responsibilities    

• Take ownership of two products and product delivery teams
• Collaborate with teammates to ensure complete, succinct, and testable acceptance criteria.
• Partner with the Product Owner/Manager to ensure alignment between Product and Engineering.
• Accountable for hiring Engineers on the product delivery teams
• Contribute effectively to the code base across the full stack and lead by example
• Coach others to ensure high-quality and efficient delivery of business value. Align the Engineer’s career goals with the company's goals.
• Evaluate the team to provide direct guidance on performance and potential. Provide technical leadership through mentorship, coaching, and assistance.
• Lead the continuous improvement of Engineering practices
• Align team decisions with Enterprise Architecture Principals and Department goals
• Stay on the leading edge of software engineering practices and technologies, while building a collaborative learning culture.
• Strives to drive a positive user experience
• Able to work through and solve complex problems
• Accountable for outcomes for the company, technology, and team.

 Required Qualifications & Skills  

• 5+ years of experience as a full-stack Software Engineer
• At least 2 years of experience as an engineering manager. 5+ years desired.
• Ability to manage time and competing priorities
• Eagerness to collaborate with the engineering management team
• Experience designing robust and scalable solutions
• Experience with unit testing and integration testing
• Experience with modern cloud native development (Docker, Kubernetes, Knative)
• Experience leading collaborative software design sessions
• Experience leading continuous improvement of Engineering practices, Eagerness and willingness to learn new technologies 
• Expertise with version control systems
• Expertise with distributed architecture and microservices
• Experience in web-based application development
• Strong understanding of SOLID principles and design patterns
• Strong experience using database technologies and patterns

Desired Characteristics    

• Acts as part of a team
• Self-motivated
• Strong communicator
• Collaborative
• Drives change and improvement
• Adaptable/Flexible

Physical Requirements/Special Demands   

• Must be available to work standard business hours and occasional nights/weekends. 
• Travel may be necessary for team events

**We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process.**

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources. 

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary    

The Loan Agency Relationship Management Director works in SRSA’s Loan Agency department and manages client relationships and the daily administration of assigned Loan Agency accounts. Serves as the primary point of contact with borrowers, lenders, professionals, and other internal and external service partners. Manage daily administration of assigned transactions, including the delivery of exceptional service to all parties, and ensuring all internal controls are met.  

Location: This position is fully remote within the Continental United States. 

Compensation: The salary range for this position is between $110k - $145k, depending on the experience level.

Primary Responsibilities    

• Maintain a working knowledge of all transactions and deal-related documents for assigned accounts. 
• Responsible for the administration of assigned accounts in accordance with the terms of the related documents. This includes all payments, notices, compliance deliverables, and other duties assigned in the documents. 
• Research and resolve issues related to administration and client service in connection with assigned accounts. 
• Review, comment, and negotiate transaction agreements for assigned accounts. 
• Work with clients, attorneys, financial advisors, lenders, service providers - both internal and external - to structure and close assigned transactions in a timely and efficient manner. 
• Comprehend and maintain internal controls and work with management to identify opportunities to enhance our control environment.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. 
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business. 
• Mentor junior team members and provide coverage and support to the team as a whole when needed. 
• Perform other related duties as assigned or requested.  

Required Qualifications & Skills  

• Bachelor’s degree required. A graduate-level degree, such as a J.D. or MBA, is preferred.  
• Loan Agency experience strongly preferred, specifically experience with distressed/defaulted loans. 
• 7+ years’ experience in finance, capital markets, or a law firm. 
• Prior experience reading, analyzing, and interpreting legal documents - credit agreements, collateral documentation, etc experience strongly preferred.
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks. 
• Demonstrate integrity in the day-to-day administration of duties and all interactions with internal and external parties.  
• High level of proficiency with computers and learning new software. 

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask 
• High attention to detail, accuracy, and thoroughness  

Physical Requirements/Special Demands   

• Must be available to work standard business hours and occasional nights/weekends.   
• Travel may be necessary, up to 15% of the year, and may not be scheduled in advance.